SAGE CAPITAL ADVISORS, LLC

122 S. Phillips Avenue, Suite 260
Sioux Falls, South Dakota 57104
Tel: 844-279-7243

About SAGE CAPITAL ADVISORS, LLC

SAGE CAPITAL ADVISORS, LLC, formally registered with the SEC as SAGE CAPITAL ADVISORS, LLC. The firm was established in 08/22/2005. They have over 4 offices throughout the country.

SAGE CAPITAL ADVISORS, LLC is a Sioux Falls, South Dakota based Financial Planning firm with nearly $581,485,645 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136577
SEC#	801-64637
Assets Managed by Firm	$581,485,645
No. of Clients	504
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	504	$581,485,645
Individuals (other than high net worth individuals)	132	$26,793,063
High net worth individuals	84	$179,935,400
Pension and profit sharing plans	3	$66,015,582
Charitable organizations	1	$725,159
Corporations or other businesses	10	$308,016,441

More Retirement Planning firms in Sioux Falls, South Dakota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
COMPASS FINANCIAL GROUP, INC 4300 South Louise Ave., Suite 300 Sioux Falls, SD, 57106	$995,000,000	2385	7
STANDARD FAMILY OFFICE, LLC 1601 E. 69th Street, Suite 308 Sioux Falls, SD, 57108	$921,859,137	2	6
ELGETHUN CAPITAL MANAGEMENT 231 S. Phillips Ave., Suite 201 Sioux Falls, SD, 57104	$786,613,953	802	8
HI-LINE CAPITAL MANAGEMENT, LLC 25 1st Ave. Nw Watertown, SD, 57201	$631,940,945	467	7
LAUER CAPITAL MANAGEMENT LTD 1720 S. Spring Avenue Sioux Falls, SD, 57105	$306,200,760	98	3

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